- JPMorgan Chase (Tampa, FL)
- …Management team and be part of a global leader in banking, markets, and securities services. This role offers a unique opportunity for career growth and development ... within a dynamic and supportive team environment. Leverage your skills to drive service excellence and build strong relationships with key service providers. Be a part of a team that values innovation, collaboration, and professional growth. **Job Summary:**… more
- KeyBank (Palm Beach Gardens, FL)
- …management and relationship skills for high-net-worth business. Applied knowledge of investments/ securities in support of sales and client servicing. Completion of ... Cannon Trust Schools I, II and III or equivalent knowledge from other industry training or equivalent experience. Prior experience as author of published industry articles, preferred. Prior experience as a professional subject- matter- expert presenter,… more
- Lincoln Financial (Tallahassee, FL)
- …and Tax basis. They will be responsible to perform more complex securities research, analysis, and proper accounting treatment of Lincoln Financial (LF) investment ... positions to support strategic investment operations and initiatives. They also enhance departmental capability by sharing knowledge with team members. **What you'll be doing** + Responsible for, analyzing, and reconciling more complex investment accounting… more
- MUFG (Tampa, FL)
- …is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity ... Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this… more
- JPMorgan Chase (Tampa, FL)
- …fund transfers and reconciling purchase and sales options, futures, or securities , while leveraging your proficiency in automation, cybersecurity, and anti-fraud ... awareness to ensure security and efficiency. Your ability to manage stakeholders, influence decisions, and handle conflicts will drive mutually beneficial outcomes, and your strategic planning skills will guide our direction and resource allocation decisions.… more
- Lincoln Financial (Tallahassee, FL)
- …and a Member of the Bar in good standing is required Experience + Experience with Securities Act of 1933 and Investment Company Act of 1940 + Minimum of 10+ years' ... experience as an attorney preferably either at a law firm or financial services company + Experience with the tax treatment of life and annuities - In-depth knowledge of the legislative and regulatory process, rules, and protocols governing those processes -… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Abilities** **Knowledge of** + Financial analysis + Complex investment products and securities markets in general + MS Office applications + Bloomberg + Performance ... analytics across alternative strategies + FactSet or similar research management systems are a plus **Skill in** + Excellent written and verbal communication skills + Presentation skills + Excel + PowerPoint **Ability to** + Handle multiple priorities +… more
- Guardian Life (Tallahassee, FL)
- …drive sales. + Work closely with Guardian's broker dealer (Park Avenue Securities ) to drive revenue through PAS's multifaceted product platform. + Educate producers, ... so they can effectively convey advanced planning recommendations to prospects and clients and educate a client's professional tax and legal advisors on concepts and techniques unfamiliar to them. + Demonstrate superior presentations skills in all areas of… more
- Truist (Orlando, FL)
- …to time. + Supervisory responsibility for Broker Dealer activity including Securities Trading and Annuity Principal Review and Approval. Utilize multiple systems ... to ensure suitability and required documentation has been met. Focus on meeting all regulatory requirements pertaining to transaction review. Perform a holistic view of overall transaction and escalate complex matters to Team Lead and/or Divisional Sales… more
- Citigroup (Jacksonville, FL)
- …services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with ... a brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Operations & Technology… more